XPX Connecticut

Events

An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.

You need help navigating complexity and want to pre-experience wealth creation decisions.

Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business